TRUSTS & ESTATES PARALEGAL
This Position Reports to Our Rochester, NY Law Office
We are a growing mid-sized law firm, and we are seeking a Trusts & Estates Paralegal in our Rochester, NY legal office.
The ideal candidate will have a two- or four-year degree and/or Paralegal Certificate with a minimum of two years of current work experience handling all aspects of trust and estate administration including, but not limited to, preparing petitions for probate and/or administration; preparing estate and trust accountings; drafting disclaimers and receipt and release documents; preparing asset listings and valuation of assets; preparing fiduciary income tax returns and federal and state estate tax returns; and assisting executors in the marshalling of probate assets. Candidates should also possess familiarity with Surrogate’s Court practice responsibilities such as interpreting Wills and Trust instruments and the filing requirements for estate and trust administration matters. Candidates must also have strong communication skills, both verbal and written, as well as a professional and proactive workstyle. A working knowledge of Microsoft Word, Excel, HotDocs, and FAS accounting system is preferred.
We look to hire bright individuals who are team players with a strong work ethic, sound judgment, and who take ownership of their projects. As a firm, we know that we need a rock-star administrative and support staff for the firm to be at it's best. At Underberg & Kessler, we look for people with a variety of interests and a rich knowledge base. We believe that skills fundamental to success include: a thirst for excellent work, a keen attention to detail, compassion for coworkers, a passion for professional development, and a desire to learn new skills.
The Firm is an Equal Opportunity Employer. The Firm offers a collaborative and collegial environment, a competitive salary, and benefits package that includes, but is not limited to, medical, dental and vision plans, 401K, disability and life insurance, and paid vacation. To learn more about our Firm, please visit other pages of our website. If you are unable to submit your application due to a disability, please contact Karen Marr, Operations Manager, at to ask for an accommodation or an alternative application process.